Julianna
Rote
Mission Wealth Management, Lp
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About this Advisor
Julianna Rote is a financial advisor based in San Diego, California, working with Mission Wealth Management, Lp. Julianna has previously held a position at Mission Wealth Management and has passed the Series 65 regulatory exam. Julianna is registered to provide services in California. Currently, Julianna is part of Mission Wealth Management, Lp, which operates out of San Diego, California. The firm has 32 offices and 109 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mission Wealth Management, Lp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mission Wealth Management, Lp Brokerage Details
$7,072,960,768
109
9,939
$711,637
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Julianna Rote Work History
Mission Wealth Management
Disclosures
Please visit the SEC profile of Julianna Rote to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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